How do I complete a task?

Steps

1. Log in to Policy Passport 

2. Click "Tasks"

3. Click on the task you want to complete

• New tasks are automatically sorted by importance
• Your most urgent tasks will appear at the top of the list

4. Review your task content

• Your task content can take many forms. They could be in the form of a PDF, Note, Video or External Link.
• Please note: Be sure to read any instructions contained at the top of your tasks. You may be required to complete additional steps such as completing a test, doing an electronic attestation, or submitting and verifying information. Your task will not be marked as complete until all the steps have been completed. 

5. Click "Next Step: Testing   →"

6. Complete your test

• All test questions are in multiple-choice format; some questions may have more than one answer. Be sure to select the most correct option(s). 
• Please note: All tests are open book.
• You can access the content at any time by using the "Review Content" button. You are encouraged to find the answers in the content. 
• All your attempts are logged by Policy Passport and may be used by your company to report back on your results. 

7. Choose an answer

8. Click "Check my answer"

9. Click "Continue"

• If you choose the wrong answer, try again.
• Repeat steps 5-8 until you have completed all of the questions. 

10. Click the box to accept the acknowledgement

• You may be required to sign an electronic attestation 

11. Click "I acknowledge the above"

12. Your completed file will show up under "All items"